Simplifying Your Insurance Business

People are often skeptical about insurance providers. So, as insurance providers, you can be transparent, give proper information, and streamline your offerings clearly with the insurance portal. Put your customers in the center of the insurance processes and they are more likely to trust you and your insurance policies and services.

Policy Management

As the insurance company, you will have admin rights to list down policies, their conditions, amounts, premiums, etc. You will also have an overview of the policies sold, agents’ productivity, ratings and reviews, cancelled policies, and more.

Agent Management

Insurance agencies can get a complete overview of all the agents and their progress. They can assign them territories, and departments via the portal. The manager gets every individual agent’s progress report and can view the entire graph of the customers allocated, policies sold, renewals, etc.

Digital Workspace

The portal is a digital workspace that agents can carry around and share the same with your employees. This makes onboarding of clients easier and results in less gaps in the sales funnel. It streamlines the whole flow of agent and client management, therefore reducing the back and forth of emails and messages to give updates and reports. Once marked in the portal, the report is auto generated.

Online Premium Payment Management

Customers can easily pay their premiums using any of the payment methods you choose to integrate to offer to them. Get a dashboard to see monthly, yearly, area-wise premiums that are being paid or are due so that you can take actions accordingly.

Promotional Plans Management

Run special offers and promotions via the portal when you see certain patterns in the purchase decisions of clients.

Claims and Renewal Management

Enable customers to file a claim and track a request for their policy easily from within the online insurance portal. As the admin, you can ask for the necessary documents to settle the claim and update the status of the customer’s claim request after document verification. Let customers renew policies by paying the amount applicable before they expire easily within the portal.

Profile Management

Clients get a profile that shows them all their details like personal information, agent they work with, their policies, and their premium and more.

Comparison Module and Financial Calculator

A policy comparison module for clients based on their details so they can get an accurate listing of policies that are fit for them. Tied with this a finance calculator that helps them calculate their premium and claim amount when they require it.

Knowledge and Consultation

Insurance policies are tricky and often use jargons that are hard for your clients to understand. So, to build trust and reduce miscommunication, a full-blown knowledge based with FAQs and jargon explanations and more can be included in the insurance portal software. This knowledge base equips your customers with the right information to make speedy decisions.

Payment Integration

With integrated payment gateways, your customers can easily pay their monthly or yearly premiums to renew their insurance policies. Easier for your agents as well as your customers.

Alerts and Notifications

Your customers will be notified of their renewal dates so they don’t miss out on the same and keep themselves, their families, and belongings safe and insured.

Document Management

Insurers can safekeep customers’ documents digitally in one place. They can give permission-based control to documents to the customer and allow them to upload, share, and download any document on the go. Save time and enhance security!

Personalized Quotes & Client Communication

Enable agents to provide personalized quotes depending on your criteria to enhance individual customers’ experience and relationships. Empower your agents with a client module to elevate the customers’ information management. Enhance agents’ communication with customers by letting them leverage complete visibility of any claim requests, premium cycle updates, etc.

Clear goals, clearer progress

Insurance agents have a goal to get more policies under their belt. The portal shows them their targets, leads, and achievements on their dashboard so they are always on top of their goals.


Making the deal closing seamless and faster with e-signatures. Allow your agents to close the deals on the spot by letting them obtain e-signatures of clients when meeting in person or talking over phone.

Our Previous Work

How We Create a Perfect Solution for an Insurance Company

  • Requirement gathering

    Once a client signs up with us, our team has a meeting with them to discuss an overview of what they need, and then there is a discussion about the nuances of what we can do for them.

  • Cross check with the base product, finalize customization

    Once we know what the requirements are, we cross-check those with the product we have, and figure out what customizations are needed for it. If we need to create a unique custom solution, we create an exhaustive list of the details and a roadmap for it.

  • Give iterative updates

    Once we begin creating the solution, we share iterative updates with the client so they are always in the loop.

  • Test for limitations

    We test out the changes and limitations so that we can ensure that the solution works exactly as the client required it.

  • Final delivery

    Once we get final approval from the client, we deliver the final product with the necessary documentation.

  • Maintenance and Support

    Once you begin using it, we provide support and maintenance as well.

Your Insurance Portal Consultants

We have been in the portal industry for over 13 years now. We believe that portal solutions can streamline complex workflows and that can lead to better efficiency, transparency, and productivity. If you are in the insurance industry, we want to help you give all of that to your agents and your clients.

Why Partner with CRMJetty

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